Creating Transfer Operations
The transfer operations feature in the RETM system allows you to easily and transparently move inventory quantities between branches and warehouses. This aids in organizing inventory and improving resource management. You can create new transfer operations, track their status, and update information upon receipt, ensuring data accuracy and ease of inventory control.
Steps to Add a New Transfer Operation
- From the dashboard, navigate to Inventory and select Transfer Operations.
- Click the Add button located in the top menu.
- Enter the basic transfer operation information, such as the sender, receiving location, and due date.
- After verifying the accuracy of the data, click the Add button to successfully add the operation.
Explanation of Required Fields When Adding a New Transfer Operation
- Transfer From: Specify the sending branch.
- Receiving Location: Choose the location where the inventory will be received.
- Due Date: Set the date for the transfer operation.
- Invoice Reference: Enter the operation number, reference, or any related notes.
- After entering the information, click Add to save the operation.
- A new window will appear; add the new items you want.
- After adding all the materials, click Proceed.
- After clicking Proceed, ensure the accuracy of the entered data, as you will not be able to modify it afterward.
Updating the Transfer Status
After creating the operation, open the transfer operation. Click on Change Status to Received if the inventory has been received, then click Save to update the status.
Frequently Asked Questions
Can a transfer operation be canceled after creation?
Yes, a transfer operation can be canceled before its status is changed to "Received." Once the inventory is received, it cannot be canceled.
How can I track the status of transfer operations?
You can track the status of each transfer operation through the Transfer Operations section, where the current status of each operation is displayed (New, Sent, Completed, Canceled).
What should I do if an incorrect quantity is sent?
If there is an error in the transferred quantity, you can modify the operation before changing its status to "Received." If the inventory has already been received, you can use the quantity adjustment command specific to the adjustment order or through a total inventory count.
Can inventory quantities be transferred between branches automatically?
No, all transfer operations require manual entry to ensure accuracy in inventory management.
How can I print the transfer operation record?
You can open the completed transfer operation you want, then select the print option from the menu, where you can obtain a printable copy for review or save it as a PDF file
